AE Wealth Management’s WisdomTree U.S. Corporate Bond Fund QIG Stock Holding History

AE Wealth Management’s Portfolio QIG Stock Details QIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.15K	Hold	116	–	–	﹤0.01%	2466
2026 Q1	$5.15K	Hold	116	–	–	﹤0.01%	2367
2025 Q4	$5.23K	Hold	116	–	–	﹤0.01%	2220
2025 Q3	$5.25K	Hold	116	–	–	﹤0.01%	2071
2025 Q2	$5.18K	Hold	116	–	–	﹤0.01%	1950
2025 Q1	$5.14K	Hold	116	–	–	﹤0.01%	1935
2024 Q4	$5.09K	Buy	+116	New	+$5.19K	﹤0.01%	1917
2022 Q3	–	Sell	-619,754	Closed	-$28M	–	1896
2022 Q2	$28M	Sell	619,754 -89,191	-13%	-$4.13M	0.22%	107
2022 Q1	$34.9M	Buy	708,945 +23,895	+3%	+$1.21M	0.24%	90
2021 Q4	$36.8M	Buy	685,050 +68,629	+11%	+$3.7M	0.26%	84
2021 Q3	$33.3M	Buy	616,421 +44,661	+8%	+$2.45M	0.27%	82
2021 Q2	$31.2M	Sell	571,760 -15,944	-3%	-$850K	0.27%	85
2021 Q1	$30.8M	Sell	587,704 -65,689	-10%	-$3.53M	0.31%	72
2020 Q4	$36.5M	Buy	653,393 +241,713	+59%	+$13.4M	0.41%	50
2020 Q3	$22.6M	Buy	411,680 +7,433	+2%	+$412K	0.32%	67
2020 Q2	$22M	Buy	404,247 +287,189	+245%	+$15.3M	0.34%	65
2020 Q1	$5.92M	Sell	117,058 -13,620	-10%	-$710K	0.14%	144
2019 Q4	$6.84M	Buy	130,678 +45,570	+54%	+$2.38M	0.15%	131
2019 Q3	$4.44M	Buy	+85,108	New	+$4.41M	0.13%	159

Other funds holding QIG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

AE Wealth Management's QIG Position: Q2 2026 in Review

AE Wealth Management held its WisdomTree U.S. Corporate Bond Fund (QIG) position steady in Q2 2026 at 116 shares worth $5.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2466.

AE Wealth Management first reported a position in QIG in Q3 2019 and has held it in 19 quarters since. The position peaked at $36.8M in Q4 2021. 6 funds tracked by Wall St. Rank hold QIG as of Q2 2026.

AE Wealth Management held 116 shares of WisdomTree U.S. Corporate Bond Fund worth $5.15K as of Q2 2026.
AE Wealth Management left its WisdomTree U.S. Corporate Bond Fund share count unchanged in Q2 2026.
WisdomTree U.S. Corporate Bond Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2466 holding.
AE Wealth Management first reported a position in WisdomTree U.S. Corporate Bond Fund in Q3 2019 and has held it in 19 quarters since.
AE Wealth Management's WisdomTree U.S. Corporate Bond Fund position peaked at $36.8M in Q4 2021.
6 funds tracked by Wall St. Rank held WisdomTree U.S. Corporate Bond Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.